Estimated Net Worth
  • estimated net worth
    $744 K - $1.8 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (05/25/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Battelle Savannah River Alliance, LLC
Aiken, South Carolina
Manager
Present
2
Savannah River Nuclear Solutions, LLC
Aiken, South Carolina
Manager
6/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Battelle Savannah River Alliance, LLC
Salary and Bonus
$247,848
2
Battelle Savannah River Alliance, defined benefit plan (value not readily ascertainable) eligible for 3,766 per month at age 65
None (or less than $201)
3
Battelle Savannah River Alliance, Defined Contribution Plan
3.1
Stable Value Fund - Managed by Galliard
$250,001 - $500,000
None (or less than $201)
3.2
BlackRock S&P 500 Index Fund
$100,001 - $250,000
None (or less than $201)
3.3
BlackRock U.S. Debt Index Fund
$15,001 - $50,000
None (or less than $201)
3.4
EARNEST Partners Smid Cap Core Founders Class
$15,001 - $50,000
None (or less than $201)
3.5
Vanguard Real Estate Index Institutional
$15,001 - $50,000
None (or less than $201)
3.6
BlackRock Russell 2500 Index Fund
$50,001 - $100,000
None (or less than $201)
3.7
Blackrock MSCI ACWI ex-US IMI Index Fund
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Battelle Savannah River Alliance, LLC
Aiken, South Carolina
I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
3/2000
2
Battelle Savannah River Alliance, LLC
Aiken, South Carolina
I will continue to participate in this defined benefit plan.
3/2000
3
Battelle Savannah River Alliance, LLC
Aiken, South Carolina
I am eligible to continue participation in the Battelle Savannah River Alliance, LLC health and life Insurance programs.
3/2000

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Battelle Savannah River Alliance, LLC
Aiken, South Carolina
Research and Development Manager of computational and engineering staff. Portfolio manager for computational resources.
2
Savannah River Nuclear Solutions, LLC
Aiken, South Carolina
Research and Development Manager of computational and engineering staff. Intergovernmental personnel act appointments.

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
Nothing reported in this section

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. Bank Money Market Savings (Cash)
$50,001 - $100,000
None (or less than $201)
2
U.S. Bank Checking Account (Cash)
$15,001 - $50,000
None (or less than $201)
3
U.S. Bank Cash Account
$100,001 - $250,000
Interest
$201 - $1,000
4
U.S. Bank Cash Account
$1,001 - $15,000
None (or less than $201)
5
Midland National - Whole Life
$1,001 - $15,000
None (or less than $201)

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Wells Fargo Bank
$100,001 - $250,000
2020
15 Years

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
1
Transitioned to new contractor on June 21, 2021.
1
2
Transitioned to BSRA on June 21, 2021.
2
1
Through May 2023. Includes 9/2022 $250 spot award.

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